Performance Analyst

Meketa; Carlsbad (CA); On-site; USD 55,000 - 75,000; Full time

Job summary

Meketa Investment Group is seeking a Junior Performance Analyst in Carlsbad, CA to support consultants and Investment Analysts by gathering data, calculating client investment performance, and preparing reports for institutional clients. We seek a Bachelor’s Degree in Accounting, Math, or Finance, familiarity with financial concepts, and strong spreadsheet/word processing skills.

This entry-level role offers growth through CIPM, CFA, or CAIA programs and exposure to portfolio analytics.

Qualifications

• Bachelor’s Degree in Accounting, Math, or Finance preferred.
• Familiarity with accounting, financial and/or statistical concepts.
• Facility with spreadsheet programs and word processing software.

Responsibilities

• Independently gather, prioritize, and verify financial data related to client accounts and investment managers and strategies
• Monitor market trends and monthly performance results for all asset classes
• Maintain and update regularly databases of investment information
• Calculate and verify client-related investment data and statistics
• Produce client-ready data for quarterly and monthly reviews, including reviewing data for accuracy and reasonableness
• Collaborate on the development of internal indices and analytical tools
• Work with Investment Analysts and Consultants with special projects as needed
• Fulfill any and all other duties deemed vital by management

Skills

Data analysis

Financial concepts

Spreadsheet proficiency

Attention to detail

Education

Bachelor’s Degree in Accounting, Math, or Finance

Tools

Excel

Word processing

Job description

We are always looking for smart, motivated people to join our growing firm

We recognize that our workforce is a reflection of the company. Meketa makes every effort to create an atmosphere that encourages personal growth, professional development, and overall happiness.

Stephen P. McCourt, Managing Principal / Co-CEO

Meketa is aware of fraudulent job post schemes, such as phishing emails, that invite candidates to apply and interview for positions at Meketa. We take this matter very seriously. Please be aware that Meketa does not send unprompted emails soliciting applications or offering interviews. If you have applied for a position at Meketa through our Careers Page, any follow up communication will be come from “@echo.newtonsoftware.com”. Any emails from accounts that do not end in “@meketa.com” or “@echo.newtonsoftware.com” are fraudulent. Suspicious messages can be reported to Meketa at [e-mail].

Please see the list of current opportunities below.

Most positions have one opening, however, the position can be filled at any location listed.

Position:Performance Analyst

Location: Carlsbad, CA

Job Id:627

# of Openings:1

Performance Analyst

The Performance Analyst role is an entry-level role, with about 0-2 years of previous experience post-bachelor’s degree. They collect and synthesize data to calculate client investment performance, risk statistics, and portfolio exposure over time. The PA plays a supporting role to Consultants and Investment Analysts in servicing the firm’s institutional clients (e.g., pension funds and endowments.) Over the course of their work, PAs learn a great deal about the investment consulting process, from portfolio asset allocation to investment manager selection and monitoring. We encourage employees to continue to grow their economic and investment knowledge by enrolling in the CIPM, CFA, or CAIA programs.

Responsibilities:

• Independently gather, prioritize, and verify financial data related to client accounts and investment managers and strategies
• Monitor market trends and monthly performance results for all asset classes
• Maintain and update regularly databases of investment information
• Calculate and verify client-related investment data and statistics
• Produce client-ready data for quarterly and monthly reviews, including reviewing data for accuracy and reasonableness
• Collaborate on the development of internal indices and analytical tools
• Work with Investment Analysts and Consultants with special projects as needed
• Fulfill any and all other duties deemed vital by management

Position Qualifications:

• Bachelor’s Degree in Accounting, Math, or Finance preferred
• Familiarity with accounting, financial and/or statistical concepts
• Facility with spreadsheet programs and word processing software

About Meketa Investment Group
Meketa Investment Group is an employee-owned full service investment consulting and advisory firm. We work with some of the nation’s largest and most sophisticated institutional investors including public and private plan sponsors. We have a staff of over 250 employees among our six U.S. office locations and London.

Meketa recognizes that our workforce is a reflection of our company, and we operate in an inclusive environment that accepts and promotes diversity. We believe our employees can best serve our clients in an atmosphere where individuals are treated fairly, where professional growth is developed and encouraged, and where a healthy balance between work and home life is respected and preserved. To support employees,
Meketa offers a competitive compensation structure, a wide range of benefits from core insurance benefits to time-based benefits, as well as flexible schedules and support for continuing education.

Meketa is an Equal Employment Opportunity and Aff inchive Action Employer.

If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact us.

Meketa is an Equal Employment Opportunity / Aff inchive Action Employer.

All qualified applicants will receive consideration for employment without regard to sex, race, color, religion, national origin, ancestry, gender identity, genetic information, age, sexual orientation, pregnancy, medical condition, disability, marital status, veteran or military status, relationship or association with a protected veteran, or any other characteristic protected by federal, state, or local law.